Roth Financial Group, Merritt Island, Florida

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The College Landscape in 2026

The world of higher education is constantly evolving. Here are some key updates for 2026.
HOT TOPIC: Bond Market Volatility: What Could Higher Yields Mean for Your Money?

This article discusses why U.S. Treasury yields have risen sharply and the potential impacts on consumers, businesses, and investors.
Could an HSA Strengthen Your Retirement Strategy?

After age 65, retirees can use HSA funds for any purpose without incurring a penalty.
Life Insurance for Two

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.
Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.